Jordan
Gibbs
Heritage Wealth Management, Inc
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About this Advisor
Jordan Gibbs is a financial advisor based in San Diego, California, working with Heritage Wealth Management, Inc. Jordan has previously held positions at Heritage Wealth Management, Inc, The Kocen Financial Group, Inc, and Financial Goal Securities, Inc. Jordan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Jordan is part of Heritage Wealth Management, Inc, which operates out of San Diego, California. The firm has 9 employees and manages assets totaling $377.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Heritage Wealth Management, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Wealth Management, Inc Brokerage Details
$376,967,066
9
819
$460,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jordan Gibbs Work History
Heritage Wealth Management, Inc
Heritage Wealth Management, Inc
The Kocen Financial Group, Inc
Financial Goal Securities, Inc
Disclosures
Please visit the SEC profile of Jordan Gibbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heritage Wealth Management, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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